At most estate planning law firms the relationship ends when you sign your documents. At McRee Law, PLLC, the signing of your estate planning documents as the beginning of a relationship with your family. We focus on developing a lifelong relationship with you to ensure your plan continues to work throughout your lifetime. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
Over time, your assets will change, your family will change, the law will change, and your life will change.
Your plan must accommodate all of these changes in order to make sure it works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
Most estate plans only focus on the transfer of your financial wealth to the next generation. But, your wealth isn't just financial wealth. It includes your intellectual, spiritual, and human assets - that is, your "Family Wealth". These "Family Wealth" assets are what make you who you are. Interestingly, but not all that surprising, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
That’s why at McRee Law, every estate plan includes the capture and passage of these most valuable assets. Not only will we help you pass on your money, but also your values, your insights, your stories, and your experience – the truly valuable assets your loved ones care about the most.
If you're interested but have questions, you can go online and schedule a 20-minute free phone consultation.
If you're ready to jump right in, you can call 810-515-8888 to schedule a Family Estate Planning Session.
Each estate plan includes a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
The transmission and receipt of information contained on this Web site, in whole or in part, or communication with McRee Law, PLLC, via the Internet or e-mail through this website does not constitute or create a lawyer-client relationship between us and any recipient. You should not send us any confidential information in response to this webpage. Such responses will not create a lawyer-client relationship, and whatever you disclose to us will not be privileged or confidential unless we have agreed to act as your legal counsel and you have executed a written engagement agreement with McRee Law, PLLC. The material on this website may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel. This website is for informational purposes only.